See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,593 | $102,604-94.5% | $86,188-93.5% | $139,434-96.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 32.72% | 1922.51%-1889.8pp | 1168.45%-1135.7pp | 372.94%-340.2pp |
| Employer contribution / active EE | $941 | $3,032-69.0% | $2,380-60.5% | $4,751-80.2% |
| Participant deferral / active EE | $1,790 | $4,676-61.7% | $3,985-55.1% | $6,710-73.3% |
| Admin fee / account holder | $374 | $8,657-95.7% | $6,852-94.5% | $11,403-96.7% |